See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,112 | $133,922-73.0% | $116,228-68.9% | $142,382-74.6% |
| Participation rate | 91.7% | 77.9%+13.8pp | 74.6%+17.1pp | 80.1%+11.5pp |
| Annual return | 18.61% | 147.76%-129.2pp | 90.06%-71.4pp | 217.08%-198.5pp |
| Employer contribution / active EE | $3,040 | $3,446-11.8% | $2,994+1.5% | $4,299-29.3% |
| Participant deferral / active EE | $5,670 | $5,6720% | $4,953+14.5% | $6,507-12.9% |
| Admin fee / account holder | $670 | $14,945-95.5% | $11,989-94.4% | $12,624-94.7% |